AI-Agents for Client Services
Client Services teams use Agents to keep client decisions tied to current work.
Flag outdated files in client reviews and request the latest version.
Your reviewers can decide on the intended creative file. The Agent flags outdated versions and asks the owner for the current one.
5 toolsShow which client proof requests the revised file addresses.
See which requested edits made it into a revised proof and which still need work, right beside the files on your review item.
Deliver revised client images through a downloadable file link.
Your image editing requests end with a finished file in the project folder and a download link in the requester's inbox.
Keep client proof decisions visible with the version reviewed.
Your proof tasks show who decided, which file version they reviewed, and who takes the next step.
12 toolsKeep client decks current when logos change.
Your review copies show new artwork in marked slides. Open the deck links and see which slides changed.
Send approved client agreements and keep the request easy to find.
Your agreements reach the right signers, with a signature request link beside the document in your handoff note.
6 toolsShare each approved project's signing link and send confirmation.
Your client gets the agreement to sign, and you get the request link and send confirmation on the project.
5 toolsFind the right client appointment link for a reply.
Get the right appointment booking link for your invitee note, plus a sentence you can paste without searching every host and meeting type.
8 toolsSend client agreements and see who still needs to sign.
Your client agreements reach the right signers, and your contract tracker shows who still needs to sign and when to follow up.
24 toolsKeep client meeting decisions and next steps in searchable notes.
Find your meeting decisions and next steps in a searchable note, with the recording link alongside them.
5 toolsSave client meeting follow-ups where account teams can find them.
Your team can find decisions and follow-ups from recorded online meetings in the notes library they already use.
4 toolsSave client meeting notes on their private calendar pages.
Get searchable meeting notes without another guest joining the call. Your private calendar keeps the recap and recording link together.
